Investment Assistant at Desjardins

Location: Val-d'Or

Join Desjardins as an Investment Assistant, enhancing client relationships and driving securities sales in a hybrid work environment. Leverage your expertise in securities products to meet client needs effectively.

This role emphasizes building and maintaining business relationships with members and clients. Key responsibilities include analyzing client needs, promoting securities solutions, and ensuring service quality. You will also assist in compliance and help manage operational tasks, contributing directly to client satisfaction and business objectives.

Key Responsibilities:

• Assist clients in securing securities products and services

• Develop personalized solutions for client needs

• Supervise administrative tasks in branch operations

• Support recruitment processes for branch staff

• Resolve operational issues with support services

Requirements:

• General college diploma in a relevant field

• Minimum of two years of related experience

• Bilingual communication skills in French and English

• Ability to navigate compliance and operational procedures

• Demonstrated interpersonal savvy in client interactions

Elevate your career in a supportive team at Desjardins, where client satisfaction and quality service are paramount.
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